+9.5%
AMZN vs IBB
+30.0%
-20.5%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.6% | +1.1% |
| 7D | +2.8% | +1.6% | +1.1% | +2.3% |
| 30D | +3.4% | +6.7% | -3.3% | +1.8% |
| 3M | +0.1% | +6.3% | -6.3% | -1.7% |
| 6M | +0.6% | +23.9% | -23.3% | -6.2% |
| YTD | +15.9% | +26.6% | -10.7% | +5.9% |
| 1Y | +9.5% | +29.6% | -20.1% | -0.8% |
| All | +9.5% | +30.0% | -20.5% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling